Poinciana Advisors Group (PAG) manages investment portfolios for individuals, retirement plans, corporations, and small businesses. PAG works with clients to determine their investment objectives and risk profile, then designs a written investment policy. PAG typically creates portfolios of mutual funds, ETFs, and closed-end interval funds. PAG may also consult with clients on financial areas including income and estate tax planning, business sale structures, college financial planning, retirement planning, insurance analysis, personal cash flow analysis, establishment and design of retirement plans and trust designs, among other things.
Fee Structure
Poinciana Advisors Group's (PAG) investment management fees are based on a percentage of the value of your portfolio. The fees are negotiable and can vary depending on factors like the amount of assets managed, the scope of services, the complexity of the account, and the origins of the client relationship. The fees can be as high as 1.25%. PAG typically requires a minimum fee of $5,000, although this can be waived.